UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$599M
2
+$395M
3
+$394M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$344M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$336M

Top Sells

1
+$559M
2
+$442M
3
+$402M
4
BABA icon
Alibaba
BABA
+$329M
5
CZR
Caesars Entertainment Corporation
CZR
+$226M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$75.7M 0.03%
2,953,120
+443,270
377
$75.6M 0.03%
726,165
+90,304
378
$75.4M 0.03%
1,685,648
+35,015
379
$75.1M 0.03%
1,184,056
+777,795
380
$75.1M 0.03%
728,548
+63,447
381
$75M 0.03%
2,540,990
-787,964
382
$75M 0.03%
2,722,910
+849,482
383
$75M 0.03%
359,611
-28,485
384
$74.9M 0.03%
1,989,751
+138,721
385
$74.5M 0.03%
926,264
+59,594
386
$74.3M 0.03%
792,993
-34,261
387
$74M 0.03%
2,450,541
+159,868
388
$73.7M 0.03%
603,788
+106,000
389
$73.4M 0.03%
562,963
+152,891
390
$73.2M 0.03%
10,985,939
+2,573,314
391
$73.1M 0.03%
1,571,539
+91,517
392
$72.9M 0.03%
67,337
-6,553
393
$72.7M 0.03%
1,067,814
-8,792
394
$72.3M 0.03%
445,879
+75,537
395
$72.3M 0.03%
226,972
+49,125
396
$72.3M 0.03%
459,522
-12,753
397
$72.2M 0.03%
223,463
-24,940
398
$72.2M 0.03%
864,181
+73,388
399
$71.1M 0.03%
585,970
-52,319
400
$71M 0.03%
1,030,585
-30,853
14 15
16
17 18